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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIP
176
Capital Insight Partners
Arizona
$800K -$140K -6,566 -15%
Stifel Financial
177
Stifel Financial
Missouri
$796K -$17.6K -822 -2%
WPW
178
Watershed Private Wealth
Illinois
$792K -$67.3K -3,151 -8%
FWM
179
Forza Wealth Management
Florida
$786K
IIA
180
Integral Investment Advisors
California
$786K -$52K -2,434 -6%
RFP
181
Root Financial Partners
California
$779K +$46.2K +2,163 +6%
PA
182
Parallel Advisors
California
$777K +$175K +8,193 +29%
LJAC
183
L.J. Altfest & Co
New York
$773K +$173K +8,106 +29%
PAG
184
Private Advisor Group
New Jersey
$772K -$69.3K -3,243 -8%
CMMS
185
Comprehensive Money Management Services
Florida
$771K +$11.2K +525 +1%
JWS
186
Juncture Wealth Strategies
Arizona
$768K +$135K +6,323 +22%
BWM
187
BCS Wealth Management
Tennessee
$762K -$32.4K -1,516 -4%
CW
188
CreativeOne Wealth
Kansas
$758K +$354K +16,576 +89%
FPAS
189
Focus Partners Advisor Solutions
Missouri
$758K +$83.9K +3,927 +13%
FFN
190
Focus Financial Network
Minnesota
$750K -$18.9K -886 -2%
AF
191
Allworth Financial
California
$737K -$110K -5,130 -13%
CKAIS
192
Christensen King & Associates Investment Services
Washington
$737K -$32.4K -1,514 -4%
JWM
193
JFG Wealth Management
Colorado
$735K -$108K -5,045 -13%
WP
194
WealthShield Partners
North Carolina
$715K +$38.7K +1,810 +6%
MWM
195
Mission Wealth Management
California
$714K -$105K -4,902 -13%
KWM
196
Kingsview Wealth Management
Oregon
$704K -$3.41M -159,457 -83%
MML Investors Services
197
MML Investors Services
Massachusetts
$703K +$19.2K +897 +3%
WA
198
Waverly Advisors
Alabama
$699K +$94.3K +4,414 +16%
VFG
199
Victory Financial Group
Texas
$693K +$685K +32,060 New
WAM
200
Wakefield Asset Management
Colorado
$687K +$9.68K +453 +1%